John Ong is in his early 50’s, married with 2 children and lives in Vancouver BC Canada. He has been in the financial services business for 30 years. John has held a variety of positions in the financial services industry – as a supervisor at a trust company, administrator at an insurance company, manager of an insurance agency, and branch manager at an investment dealer. During his early career, he found that many clients were being provided limited or questionable advice, so he wanted to make a difference by jumping into the field. It is no surprise that John quickly found his passion and mission working with clients in an advisory capacity. He started providing part-time financial advice in 2000 transitioning to being a full-time independent financial planner in 2008.
John Ong, Certified Financial Planner, has been providing financial planning advice for over 20 years. John is currently licensed as a life insurance agent, accident & sickness agent, mutual funds representative*, Financial Planner, Certified Health Insurance Specialist, Certified Professional Consultant on Aging, and Certified Cash Flow Specialist. He specializes in personal financial planning advice with an emphasis on risk management, estate & retirement planning.
In his leisure time, John enjoys spending time with family, watching a good movie or documentary, and travelling to interesting destinations.
*Please contact me for more information about my mutual fund offerings, which are outside the scope of this information.
Ong Financial Planning Services Ltd.
John Ong, CFP, CHS, CPCA, CCS
Tel: (604) 676-1088
1275 West 6th Avenue 3rd floor